Got questions about how Leaf CRM works?
Explore the most common questions businesses ask about capturing leads, tracking performance, and managing their sales pipeline in Leaf CRM.
1. Getting Started & User Management
How do Admins create users?
Admins can invite users via Users → Users by entering email addresses. Users receive an activation link and are assigned roles such as Admin, Marketer, or Salesperson.
How do Marketers set up campaigns?
Marketers can create campaigns, connect lead sources, configure pipelines, fields, and routing rules, and monitor performance metrics.
How do Salespersons access their leads?
Salespersons receive leads via the web dashboard or mobile app (iOS, Android, Huawei) with instant notifications.
Is there a user limit?
Yes. The number of users depends on the subscribed seats. Each company includes one free Admin account.
Can multiple branches or teams use Leaf CRM?
Yes. Leaf CRM supports multi-branch and multi-team setups, with centralized visibility for HQ.
2. Lead Capture & Integrations
What lead sources are supported?
Leaf CRM supports Facebook Lead Ads, Instagram Forms, TikTok Lead Ads, Google Lead Forms, Web Forms, Instant Forms, CSV uploads, Typeform, WordPress forms, Zapier, and custom webhooks.
Can I upload leads manually?
Yes. Leads can be added via the web dashboard or mobile app, or imported using CSV files.
How fast do leads appear in Leaf CRM?
Leads sync in real time. Any delay usually comes from the ad platform itself.
Does Leaf CRM prevent duplicate leads?
Yes. Duplicate submissions are grouped automatically as a single source of truth under the Master Lead section.
What is a Master Lead?
A Master Lead groups multiple submissions from the same lead into a single profile with unified activity history.
Does Leaf CRM support GA4 or Google Ads tracking?
Yes.
- GA4 tracking (Beta) is supported for Web Forms and Instant Forms
- Google Ads conversion tracking (Beta) is supported for Web Forms only
3. Lead Assignment, Routing & Follow-Up
How does lead assignment work?
Leads can be assigned using round-robin, load-based distribution, or decision-tree rules, with availability-aware routing.
What happens if a salesperson is unavailable?
If Away Mode is enabled, leads are automatically routed to the next available salesperson.
Can leads be reassigned or transferred?
Yes. Admins can reassign leads, and Salespersons can request peer-to-peer transfers. All actions are logged.
Can I contact leads via WhatsApp?
Yes. Leaf CRM provides WhatsApp shortcuts and message templates. Messages are not sent automatically.
Can I create follow-ups or appointments?
Yes. Follow-ups and appointments can be created from the lead page and appear in the To-Do module.
Does Leaf CRM track lead activity?
Yes. Every action is recorded in the lead’s activity timeline.
4. Pipelines, Campaigns & Reports
What is a pipeline?
A pipeline represents the stages a lead goes through, such as New, Active, Won, and Lost. Pipelines are customizable per campaign.
Can I have multiple pipelines?
Yes. Each campaign can use its own pipeline or share a standard one.
What reports are available?
Reports include campaign overview, ROAS, lead sources, salesperson performance, response time, pipeline conversion, and monthly sales.
Can Marketers view individual lead details?
No. Marketers can access analytics and reports only. Personal lead details are restricted for privacy.
Does Leaf CRM support multi-currency reporting?
Yes. Campaigns can use different currencies, which are normalized in reports.
Can I export data?
Yes. Leads, campaigns, and reports can be exported to CSV or Excel.
5. Notifications & Real-Time Updates
How will I know when a new lead arrives?
Salespersons receive instant notifications via web and mobile apps.
Can notifications be customized?
Yes. Users can adjust notification of sounds and preferences in their profile.
Does Leaf CRM update data in real time?
Yes. Dashboards and pipelines update automatically across devices.
6. Document Library
What is the Document Library used for?
It stores shared files such as brochures and price lists, which can be tagged to campaigns.
Can I upload multiple files at once?
Yes. Bulk uploads are supported.
Can folders be linked to campaigns?
Yes. Campaign-tagged folders appear prominently in the mobile app for salesperson.
7. Security & Hosting
Is my data secure?
Yes. Leaf CRM uses multi-tenant database isolation, SSL encryption, and follows OWASP Top 10 best practices.
Where is my data hosted?
All data is hosted in Malaysia, ensuring PDPA compliance.
Who owns the data?
You do. You can export or delete your data at any time.
8. Pricing & Account
How much does Leaf CRM cost?
- Sales / Marketing User: RM 149 per month per seat
- Admin Account: 1 free
- Enterprise: Custom pricing (on-premise or large-scale deployment)
Can I cancel anytime?
Yes. There are no long-term contracts.
What happens if I stop using Leaf CRM?
You can export all data before closing your account.
9. Troubleshooting & Support
Why are my Facebook / TikTok / Google leads not syncing?
This is usually due to insufficient permissions or expired authorization. Reconnect the integration using an admin-level account.
Why are my website or Zapier leads not appearing?
Check that API keys, campaign mappings, and integration status are correct. Test with a dummy submission.
Why are leads not being assigned to a salesperson?
Ensure the salesperson is active, not in Away Mode, and included in the campaign’s routing rules.
Who can I contact for technical support?
Email support@leafcrm.com for assistance.
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